Filed October 18, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $404,189 |
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $139,314 |
MERCER5+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $64,155 |
ALSTON & BIRD LLP5+ years Service code 29 · EIN 58-0137615 | Legal | $14,458 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 22.42% | 19.51%+2.9pp | 239.57%-217.1pp | 53.27%-30.8pp |
| Employer contribution / active EE | $865 | $15,992-94.6% | $43,837-98.0% | $14,774-94.1% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |